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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4151 |
4151
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| $153M | +$20.3M | +15% | 17.7% | 65.7% | 65 | 23.08% | 1.1 |
|
| 4152 |
4152
Shorepoint Capital Partners
Norwood,
Massachusetts
| $153M | +$28.7M | +23% | 17.8% | – | 87 | 24.14% | 0.9 |
|
| 4153 |
4153
Modus Advisors
Excelsior,
Minnesota
| $153M | +$45.5M | +42% | 19.7% | 89.5% | 230 | 70.87% | 0.1 |
|
| 4154 |
CH
4154
Canton Hathaway
Providence,
Rhode Island
| $153M | +$12.8M | +9% | 10.3% | 87.8% | 169 | 27.81% | 1.2 |
|
| 4155 |
4155
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| $153M | +$35.1M | +30% | 23.8% | 74% | 100 | 20% | 1.1 |
|
| 4156 |
4156
Landmark Financial Advisors
Bowling Green,
Kentucky
| $153M | +$7.4M | +5% | 15.5% | 11.8% | 66 | 10.61% | 3.8 |
|
| 4157 |
ECM
4157
EII Capital Management
New York
| $153M | +$2.11M | +1% | 12.7% | 46.9% | 214 | 14.49% | 2.6 |
|
| 4158 |
4158
Black Diamond Financial
Towson,
Maryland
| $153M | +$21.4M | +16% | 19.2% | 68.3% | 75 | 12% | 1.2 |
|
| 4159 |
4159
Stolper & Co
Tulsa,
Oklahoma
| $153M | +$13.8M | +10% | 16.7% | 77.1% | 90 | 14.44% | 0.2 |
|
| 4160 |
4160
Washington State Investment Board
Olympia,
Washington
| $153M | – | – | 58.4% | 567% | 1 | – | 0 |
|
| 4161 |
4161
HM Capital Management
Clayton,
Missouri
| $153M | +$17.4M | +13% | 19.1% | 29.6% | 39 | 20.51% | 4.4 |
|
| 4162 |
4162
Affinity Capital Advisors
Berkeley,
California
| $153M | +$16.2M | +12% | 20.2% | 72.7% | 102 | 9.8% | 0.5 |
|
| 4163 |
4163
Verde Capital Management
Clarkston,
Michigan
| $153M | +$11.6M | +8% | 13.6% | 80.3% | 43 | 30.23% | 0.4 |
|
| 4164 |
4164
Access Financial Services
Minneapolis,
Minnesota
| $152M | +$26.9M | +21% | 14% | 44.8% | 74 | 18.92% | 2.1 |
|
| 4165 |
4165
Tri-Star Advisors
Houston,
Texas
| $152M | – | – | 10.9% | 3.07% | 55 | – | 0 |
|
| 4166 |
4166
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
| $152M | +$21M | +16% | 20.1% | 70.1% | 90 | 16.67% | 1.7 |
|
| 4167 |
4167
Engine Capital Management
New York
| $152M | -$39.9M | -21% | 23.7% | 21.1% | 49 | 42.86% | 0.8 |
|
| 4168 |
LM
4168
Lasry Marc
| $152M | +$30.1M | +25% | 21.1% | 14.8% | 7 | 28.57% | 2 |
|
| 4169 |
4169
Northwestern University
Evanston,
Illinois
| $152M | +$4.97M | +3% | 5.68% | 28.2% | 6 | 0% | 2.3 |
|
| 4170 |
HA
4170
HYA Advisors
Springfield,
Missouri
| $152M | +$30.7M | +25% | 19.9% | – | 116 | 12.07% | 0.4 |
|
| 4171 |
4171
Fairhaven Wealth Management
Oak Brook,
Illinois
| $152M | +$41.7M | +38% | 20.3% | – | 104 | 30.77% | 0.9 |
|
| 4172 |
MCM
4172
McMillion Capital Management
Greensboro,
North Carolina
| $152M | +$4.94M | +3% | 22.2% | 59.3% | 305 | 78.36% | 4.3 |
|
| 4173 |
LI
4173
Leap Investments
Chicago,
Illinois
| $152M | +$83.6M | +122% | 41.6% | – | 663 | 89.14% | 0.1 |
|
| 4174 |
SCM
4174
Smith Capital Management
Little Rock,
Arkansas
| $152M | +$19.8M | +15% | 16.1% | – | 87 | 11.49% | 1.3 |
|
| 4175 |
4175
Atticus Wealth Management
Palm Beach Gardens,
Florida
| $151M | +$27.4M | +22% | 19.8% | 73.9% | 341 | 20.82% | 0.4 |
|